aller au menu aller au contenu

Tag CACEIS

Asset Managers and Funds

Lösungen & Regulierung:

AEOI

The AEOI regulation require financial institutions and companies in a contractual relationship with financial counterparties to report the tax residence of their clients in countries that have signed up to the regulation.

BREXIT & Asset Management

Keep an eye on the latest evolutions of EU-UK relationships. Be aware of the Brexit impact on asset management activities

ESG (Environmental, Social & Governance)

In France and in the EU, CSR and ESG objectives are crucial in the financial sector. Discover CACEIS’ solutions to help your business overcome these challenges

ELTIF (European Long-Term Investment Fund)

SOLVENCY II

Get to know all CACEIS’ solutions to produce a reporting in accordance with the European directive Solvency II

PRIIPS

Die europäische PRIIPs-Verordnung (Packaged Retail Investment and Insurance-based Products) soll die vorvertraglichen Informationen von verpackten Anlageprodukten (Investmentfonds, Derivate, kapitalbildende Lebensversicherungen usw.), die Retail-Anlegern (im Sinne der MiFID II-Richtlinie) angeboten werden, vereinheitlichen.

Management Company

Offload all administrative and regulatory tasks for your funds to CACEIS. Our experience and market coverage will ensure you benefit from the highest quality servicing.

Depositary Trustee

CACEIS, custodian of a broad range of collective investments of all legal forms, has specialist teams which, in partnership with their clients, and using dedicated IT systems, provide statutory supervision and compliance monitoring of management activities.

Fund Structuring

By delegating the administrative management of your funds to CACEIS, you will access the expertise of our specialist legal teams. You will benefit from their in-depth knowledge of the expectations of local regulators at each step of the legal life of your funds (launch, reengineering, liquidations, mergers, etc.).

Fund Distribution

CACEIS helps clients reach their fund distribution goals through our Fund Distribution Service package, which includes Local & Cross-Border Distribution Solutions, Prime TA® Operational Intermediary services, Global Distribution View and Added-Value Services.

News, Pressemitteilungen, Events & Interviews:

  • FundForum International 2021

    FundForum International 2021

    09/29/2021 - 20-22 October 2021 – Grimaldi Forum, Monaco CACEIS is Diamond sponsor of the FundForum International 2021 event, the Europe's leading gathering for fund buyers, which takes place on October 5th-16th

  • AM Tech Day 2021

    AM Tech Day 2021

    09/29/2021 - 5 October 2021 - Paris CACEIS sponsors of the 2021 edition of the AM Tech Day, organised by L'Agefi at Palais Brongniart in Paris, dedicated to innovative technologies and services for the asset management industry.

  • Strategic choices for asset management in 2021

    Strategic choices for asset management in 2021

    04/28/2021 - In this survey, Funds Europe, in partnership with CACEIS, examines where priorities lie for asset managers in crafting their product strategies and fund governance for a world after Covid-19. We examine the growing importance of ESG and climate change factors in shaping investment strategies and investor preferences. We also explore steps to promote diversity and inclusion in the funds industry.

  • ALTO* x CACEIS - Innovative Front-to-Back solution for the asset management industry

    ALTO* x CACEIS - Innovative Front-to-Back solution for the asset management industry

    11/26/2020 - 2 December 2020 - 12h15-13h00 CACEIS Talks Series webinar Watch the replay

  • Responsible investment: a human and regulatory imperative

    Responsible investment: a human and regulatory imperative

    10/05/2020 - Resolutely sustainable finance: this is what the European Commission is calling for as part of the review of its action plan for sustainable finance, a final copy of which is expected next December.

  • AM Tech Day 2020

    AM Tech Day 2020

    10/02/2020 - 13 October 2019 - Paris CACEIS is sponsor of the 11th edition of the AM Tech Day, organised by L'Agefi at Palais Brongniart in Paris, dedicated to innovative technologies and services for the asset management industry.

  • Digital account opening for TEEPI Market Place

    Digital account opening for TEEPI Market Place

    09/29/2020 - Investors can now open accounts in addition to subscribing to funds via TEEPI Market Place using a streamlined process that is entirely digital.

  • CACEIS and Amundi’s new Front to back offering opens up new horizons for investors

    CACEIS and Amundi’s new Front to back offering opens up new horizons for investors

    05/29/2020 - CACEIS and Amundi, Europe's leading asset management company, announced the creation of a joint offering for asset managers and asset owners. The solution covers the entire value chain from front to back office.

  • CACEIS recognised and rewarded in Germany for its social and environmental approach

    CACEIS recognised and rewarded in Germany for its social and environmental approach

    05/27/2020 - Sustainability and green investing is today as important to the asset servicing industry as it is to the asset management industry.